Geometric Wealth Advisors American Centy ETF Tr Avantis Transaction History
Geometric Wealth Advisors
- $688 Million
- Q3 2025
A detailed history of Geometric Wealth Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geometric Wealth Advisors holds 388,403 shares of AVUS stock, worth $42.4 Million. This represents 6.14% of its overall portfolio holdings.
Number of Shares
388,403
Previous 387,561
0.22%
Holding current value
$42.4 Million
Previous $39.1 Million
8.05%
% of portfolio
6.14%
Previous 6.37%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio